BRONSON POINT MANAGEMENT LLC Information

1960 BRONSON ROAD, FAIRFIELD, Connecticut, 06824, (203) 292-2800

Report Date: 03/31/2015

Position Statistics

Total Positions 73
New Positions 19
Increased Positions 34
Decreased Positions 39
Positions with Activity 73
Sold Out Positions 21
Total Mkt Value (in $ millions) 959

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 9.15%
Capital Goods 5.01%
Conglomerates
Consumer Cyclical 7.34%
Consumer/Non-Cyclical 13.06%
Energy 0%
Financial 11.26%
Healthcare
Services 38.37%
Technology 3.08%
Transportation
Utilities 0%

34 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TYSON FOODS INC CL A 54,892 22,796 71.02 1,237,700
CIT GROUP INC COM NEW 47,172 20,462 76.61 1,002,800
B/E AEROSPACE INC COM 40,907 13,498 49.25 839,800
ROYAL CARIBBEAN CRUISES LTD COM 36,767 21,492 140.71 409,200
BURLINGTON STORES INC COM 36,037 10,719 42.34 654,750
YAHOO INC COM 35,379 18,496 109.56 964,800
ALLY FINL INC COM 33,964 2,514 7.99 1,491,600
G-III APPAREL GROUP LTD COM 32,123 18,824 141.55 444,728
MEADWESTVACO CORP COM 30,207 618 2.09 625,400
COMCAST CORP NEW CL A 27,242 27,242 New 436,500
CBS CORP (CLASS B) CL B 24,805 5,657 29.55 463,900
MEAD JOHNSON NUTRITION CO COM 23,600 12,304 108.92 267,000
AMAZON COM INC COM 21,929 21,929 New 40,900
REALOGY HLDGS CORP COM 21,718 8,444 63.62 477,100
NORDSTROM INC COM 20,337 6,288 44.76 266,500
SIGNET JEWELERS LIMITED SHS 16,971 16,971 New 140,000
LIONS GATE ENTMNT CORP COM NEW 16,405 16,405 New 418,700
ULTA SALON COSMETCS & FRAG INC COM 15,806 15,806 New 95,200
ROVI CORP COM 11,766 4,739 67.44 1,070,600
MOHAWK INDS INC COM 9,676 9,676 New 48,000


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